4 min read
Estate Planning: The Decisions Your Family Shouldn't Have to Make for You
Estate planning has a reputation for being something you do later.Later, when the kids are older. Later, when...
As an Administrative Specialist, Katie provides essential support to all team members of the firm, ensuring the smooth and efficient operation of the office. Her responsibilities include typing and proofreading client financial statements and other client documentation, as well as preparing the documents for final presentation to clients. With careful attention to detail and a commitment to accuracy, she helps maintain the professionalism and quality. In addition, Katie is a Certified Notary, offering notarial services as needed to further support our clients and team.
4 min read
Jul 15, 2026
Estate planning has a reputation for being something you do later.Later, when the kids are older. Later, when...
6 min read
Jul 11, 2026
Longer days and warmer weather often inspire people to get out, travel, tackle projects and make the most of the...